Montag & Associates’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-45
| Closed | -$1.33K | – | 1033 |
|
|
2024
Q2 | $1.33K | Hold |
45
| – | – | ﹤0.01% | 905 |
|
|
2024
Q1 | $1.37K | Hold |
45
| – | – | ﹤0.01% | 896 |
|
|
2023
Q4 | $1.05K | Hold |
45
| – | – | ﹤0.01% | 880 |
|
|
2023
Q3 | $1.33K | Hold |
45
| – | – | ﹤0.01% | 855 |
|
|
2023
Q2 | $1.59K | Sell |
45
-5
| -10% | -$177 | ﹤0.01% | 861 |
|
|
2023
Q1 | $1.2K | Buy |
50
+9
| +22% | +$217 | ﹤0.01% | 877 |
|
|
2022
Q4 | $912 | Sell |
41
-9
| -18% | -$200 | ﹤0.01% | 907 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 826 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 782 |
|
|
2022
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 780 |
|